Edward Virgil Welch

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1988 → 02/2020
  Welch Hornsby And Welch Inc
  Montgomery, AL
• 01/1996 → 02/2020
  First Capital Solutions, Llc
  Montgomery, AL
• 02/2020 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 1991-08-02 → 2020-05-22
  Welch Hornsby, Inc.
  Montgomery, AL
  Montgomery, AL

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-26

Other Names

• Edward Virgil Welch
• (Jr) Eddie Welch
• (Jr) Edward Virgil Welch
• Edward Virgil Welch
• Edward Virgil, Jr. Welch